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Customers
Tracks the number of active customers and how that count changes over time. Growing customer numbers indicate market traction and distribution reach, while flat or falling counts can signal retention problems, competition, or limited market expansion.The sharp September 2025 dip looks like a one‑off event rather than a structural decline — the customer base not only rebounded but settled at a higher, higher‑quality level driven by migrations and upsells. Management’s emphasis on SaaS conversion, rising average ARR per customer and more >$1M accounts supports healthier monetization, though successful migration execution and the timing of Agentic monetization remain key risks that could reintroduce near‑term volatility.
Date | Customers |
|---|---|
Jun 30, 2026 | 3.31K |
Mar 31, 2026 | 3.25K |
Dec 31, 2025 | 3.23K |
Sep 30, 2025 | 2.17K |
Jun 30, 2025 | 3.10K |
Mar 31, 2025 | 3.04K |